Our Forecasts: 1Q26 Earnings

Our algorithms forecast a consolidated year-over-year revenue growth of 8.7% (+/- 1.6%) for S&P 500 companies in the first quarter of 2026. Our models predict that all sectors will post positive revenue growth transitioning from the last quarter of the previous year into the first of the current year. Additionally, our machines indicate that roughly half will show an acceleration in earnings before interest, taxes, depreciation, and amortization (EBITDA). 

Our Financial AI® delivers forecasts from the company level — including non-GAAP gross income, EBITDA, operating metrics, and product segments — to aggregated sectors and indices. Our models employ over 1,400 high-quality, publicly available data sources like SEC filings, government agencies, and industry associations. Using our Financial AI®’s agent, users can query forecasts and drill into key drivers shaped by complex ecosystems of extensive supply chains, global end markets, and diverse product mixes.

Paired with our chat-based modeling solution, users can instantly construct and backtest custom strategies using our proprietary forecasts and 400,000+ prebuilt indicators spanning technical, economic, and valuation metrics. Whether you're building long/short equity baskets, macro overlays, options trades, or complex multi-asset portfolios across 5,000+ stocks, 3,000 ETFs, 60 million options contracts, and all major cryptocurrencies, The Financial AI® turns insight into action — faster than ever.

To gain access, please contact us at financialai@bigdatafed.com.